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Onboarding Templates & Checklists (HCM)
This page documents two shipped Onboarding screens (hcm-onboarding) covering how onboarding tasks are planned and tracked. Not for plugin developers.
Onboarding Templates
Build a reusable checklist template: a header plus ordered items, each with its own sequence, whether it's mandatory, an owner role, and how many days it's due within. Manage Items opens a dedicated add/edit/delete flow for the items themselves, separate from editing the template header.
An onboarding can have several checklists running at once against different templates (e.g. one for Employee tasks, one for IT, one for Manager) — a template is scoped by checklist type (12 real types) and optionally by employment type, department, or location, so the right template gets picked automatically depending on who's onboarding.
Onboarding Checklists
Two things in one screen: a read-only list of templates (create new ones from Onboarding Templates above), and each new joiner's own checklist instance — the actual cloned copy of a template's items for that one person. Mark an item Complete or Skip; either one recalculates that checklist's own progress and status, and rolls up into the parent onboarding's overall progress and risk status (an overdue item is what flips an onboarding to At Risk).